Once an appointment is been scheduled or when a quote has been sent to a customer. Once the text message is sent , you get the delivery stats in the order overview When the apppointment confirmation is sent you the stats as below. If the confirmation text was delivered, it is shown as message sent If the confirmation message was not delivered, it shows as message not sent. The st...
You can save a quote template on a flobot to use in the future. Now quote template can be categorized.
All the quote templates are already in the default category. you can customize it.
Firstly you should add quote categories
- Log to Flobot and go to settings
- Select the templates tab and click the Quote template category list
- Then click the right side corner burger button to add a new category
- You can enter the category name and choose a color for the category
Quote Template categorize
- Go to settings and select a Templates tab
- Then click the Quote template
- Now you can see your saved quote templates
- Then click the Options in front of the quote name and Edit
- You can see a new view and category list dropdown
- Choose any category and save it
- Now you can see above categorized quote template when you try to create a new quote in Quote & sheet.
- And also you can select a category when you create a new quote